Ed Slott: Why a Lump Sum Beats an IRA Rollover for Some Clients
By Melanie WaddellIt's a special case that's more common than ever, Slott tells Morningstar's Christine Benz.
July 17, 2024
Nasdaq 100 Set for Worst Day Since December 2022The S&P 500 fell over 1%, while the Nasdaq 100 dropped 2.5%. A gauge of the "Magnificent Seven" megacaps slipped 3%.
July 17, 2024
Real Estate Investor Sentiment Surged in Q2: SurveyA majority of respondents view the market as better or much better than it was a year ago.
July 17, 2024
Ex-Schwab Exec Named CFP Board Chair-ElectTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 17, 2024
Bob Doll Checks in on His 10 Predictions for 2024Only three of the Crossmark CIO's calls for the year appear headed in the right direction.
July 17, 2024
Craig Hawley to Run Nationwide's Annuity BusinessHawley started out at Jefferson National. Another company, John Hancock, named an insurance head.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 17, 2024
Apex Launches Cloud-Based Investment PlatformThe goal of the system is to help financial services clients "build nimble" and "run vast."